iShares Ustechnology ETFIYWETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,199 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 33 from Q2 2025. 112 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($864.7M) and PGIM Custom Harvest LLC ($847.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $108.5M |
| Exits | 75 | $240.4M |
All 13F filers, Q2 2025 → Q3 2025: 3,264,204 shares bought and 21,660,657 shares sold, net −18,396,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,199 holders
| Morgan Stanley | 0.07% | Reduce -6.0% | 5,586,707 | $1.1B |
| Bank of America Corp. | 0.06% | Reduce -4.1% | 4,414,701 | $864.7M |
| PGIM Custom Harvest LLC | 12.76% | Reduce -0.8% | 4,327,186 | $847.5M |
| LPL Financial LLC | 0.21% | Reduce -33.5% | 3,601,849 | $705.5M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.8% | 3,001,420 | $587.9M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -75.1% | 2,313,958 | $453.2M |
| UBS Group AG | 0.07% | Add +4.0% | 1,882,618 | $368.7M |
| Royal Bank of Canada | 0.06% | Add +63.9% | 1,611,173 | $315.6M |
| Wells Fargo & Company | 0.06% | Add +1.2% | 1,597,824 | $312.9M |
| Raymond James Financial Inc. | 0.10% | Reduce -4.6% | 1,524,432 | $298.6M |
| Dynasty Wealth Management, LLC | 2.91% | Add +6.1% | 1,114,634 | $218.3M |
| RiverFront Investment Group, LLC | 3.11% | Add +4.2% | 897,991 | $177.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -22.9% | 891,989 | $174.7M |
| HSBC Holdings PLC | 0.10% | Reduce -26.4% | 857,120 | $167.9M |
| Osaic Holdings, Inc. | 0.20% | Add +62.9% | 742,665 | $141.3M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -7.1% | 709,865 | $139.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.3% | 605,197 | $118.5M |
| Two Sigma Investments, LP | 0.18% | Reduce -36.1% | 562,924 | $110.3M |
| Cetera Investment Advisers | 0.13% | Reduce -18.8% | 551,082 | $107.9M |
| Sagespring Wealth Partners, LLC | 2.06% | Add +41.1% | 737,156 | $105.4M |
| Parker Investment Management, LLC | 12.47% | Reduce -33.4% | 466,621 | $91.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +15.3% | 426,451 | $83.5M |
| Portfolio Strategies, Inc. | 9.28% | Add +16.6% | 407,509 | $79.8M |
| HighTower Advisors, LLC | 0.09% | Add +3.9% | 389,331 | $76.3M |
| Kestra Advisory Services, LLC | 0.35% | Reduce -3.5% | 384,824 | $75.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.5% | 372,638 | $73.0M |
| Quotient Wealth Partners, LLC | 1.98% | Reduce -3.7% | 368,681 | $72.2M |
| MML Investors Services, LLC | 0.18% | Reduce -60.6% | 349,411 | $68.4M |
| Captrust Financial Advisors | 0.13% | Reduce -5.9% | 320,764 | $62.8M |
| Stifel Financial Corp. | 0.06% | Reduce -34.3% | 318,137 | $62.3M |
| OneDigital Investment Advisors LLC | 0.60% | Reduce -49.1% | 299,547 | $58.7M |
| Rockefeller Capital Management L.P. | 0.11% | Add +0.5% | 283,881 | $55.6M |
| NorthCoast Asset Management LLC | 0.21% | Add +8.1% | 268,224 | $52.5M |
| BlackRock, Inc. | 0.00% | Reduce -4.9% | 265,255 | $52.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Add +32.1% | 226,195 | $44.3M |
| Park Avenue Securities LLC | 0.34% | Reduce -74.1% | 224,653 | $44.0M |
| NewEdge Advisors, LLC | 0.19% | Reduce -57.9% | 217,791 | $42.7M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -65.8% | 215,360 | $42.2M |
| Private Advisor Group, LLC | 0.21% | Reduce -12.4% | 213,902 | $41.9M |
| Atlas Legacy Advisors, LLC | 8.07% | Reduce -4.0% | 213,322 | $41.8M |
| Apexium Financial, LP | 1.97% | Add +2.1% | 206,725 | $40.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -21.3% | 203,871 | $39.9M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -43.2% | 202,795 | $39.7M |
| Jones Financial Companies LLLP | 0.03% | Add +25.6% | 202,849 | $39.4M |
| Pinkerton Wealth, LLC | 4.21% | Add +1.0% | 199,928 | $39.2M |
| Howard Capital Management Group, LLC | 2.27% | Reduce -6.2% | 182,791 | $35.8M |
| Stratos Wealth Partners, LTD. | 0.40% | Reduce -21.6% | 173,739 | $34.0M |
| First Merchants Corp. | 1.27% | Reduce -5.5% | 171,885 | $33.7M |
| Mariner, LLC | 0.04% | Reduce -9.2% | 166,322 | $32.6M |
| Creative Planning | 0.02% | Reduce -0.5% | 159,008 | $31.1M |
| Commerce Bank | 0.17% | Reduce -3.1% | 152,572 | $29.9M |
| Equitable Holdings, Inc. | 0.21% | Add +7.2% | 146,609 | $28.7M |
| BNP Paribas Financial Markets | 0.02% | Add +11291.6% | 144,445 | $28.3M |
| True Freedom Investing, LLC | 9.54% | Reduce -0.1% | 136,434 | $26.7M |
| Compound Planning, Inc. | 0.86% | Add +10.7% | 135,021 | $26.4M |
| Cwm, LLC | 0.08% | Reduce -85.3% | 133,208 | $26.1M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -61.3% | 121,850 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +0.3% | 119,719 | $23.7M |
| Perennial Investment Advisors, LLC | 1.94% | Reduce -19.6% | 119,809 | $23.5M |
| MA Private Wealth | 3.94% | Reduce -0.5% | 119,589 | $23.4M |
| Perigon Wealth Management, LLC | 0.47% | Add +1.9% | 116,422 | $22.8M |
| Patton Albertson Miller Group, LLC | 2.74% | Add +1.6% | 115,798 | $22.7M |
| Stillwater Capital Advisors, LLC | 2.44% | Reduce -0.6% | 110,851 | $21.7M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -26.4% | 110,774 | $21.7M |
| Capital Investment Advisors, LLC | 0.35% | Reduce -0.8% | 109,575 | $21.5M |
| Principal Financial Group Inc. | 0.01% | Add +99.1% | 107,427 | $21.0M |
| Tritonpoint Wealth, LLC | 1.78% | Reduce -1.1% | 106,164 | $20.8M |
| Merit Financial Group, LLC | 0.19% | Reduce -56.2% | 105,137 | $20.6M |
| Bank of Montreal | 0.01% | Add +0.7% | 105,008 | $20.6M |
| Assetmark, Inc. | 0.04% | Add +85.8% | 100,163 | $19.6M |
| Sofi Wealth, LLC | 1.05% | Reduce -76.2% | 100,010 | $19.6M |
| Concurrent Investment Advisors, LLC | 0.32% | Reduce -16.6% | 95,213 | $18.6M |
| First Citizens Financial Corp | 8.95% | Reduce -0.3% | 92,398 | $18.1M |
| Mendel Capital Management LLC | 9.24% | Reduce -0.7% | 89,975 | $17.6M |
| Corient Private Wealth LP | 0.03% | Add +10.4% | 89,612 | $17.6M |
| Truist Financial Corp. | 0.02% | Reduce -46.3% | 88,754 | $17.4M |
| RVW Wealth, LLC | 1.34% | Add +1.6% | 87,683 | $17.2M |
| HC Advisors, LLC | 11.35% | Add +1.3% | 82,494 | $16.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.17% | Add +87.3% | 80,536 | $15.6M |
| IHT Wealth Management, LLC | 0.39% | Reduce -43.5% | 78,031 | $15.3M |
| Thrivent Financial for Lutherans | 0.03% | Add +39.3% | 77,913 | $15.3M |
| FMR LLC | 0.00% | Add +3.2% | 76,480 | $15.0M |
| Pettinga Financial Advisors LLC | 2.84% | Reduce -16.4% | 74,455 | $14.6M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -90.5% | 73,555 | $14.4M |
| Camarda Financial Advisors, LLC | 5.17% | New | 71,610 | $14.0M |
| National Bank of Canada | 0.02% | Reduce -0.3% | 70,535 | $13.8M |
| Cahill Financial Advisors Inc. | 1.55% | Add +0.5% | 69,554 | $13.6M |
| &partners | 0.09% | Reduce -12.8% | 67,738 | $13.3M |
| Rollins Financial Advisors, LLC | 2.00% | Reduce -2.9% | 67,531 | $13.2M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -1.1% | 66,692 | $13.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -32.6% | 66,294 | $13.0M |
| Ssi Investment Management LLC | 4.88% | Reduce -17.2% | 65,930 | $12.9M |
| Guerra Advisors Inc | 4.76% | Reduce -9.0% | 65,811 | $12.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +38.0% | 64,767 | $12.7M |
| Atlantic Union Bankshares Corp | 0.24% | Reduce -1.7% | 64,417 | $12.6M |
| M&T Bank Corp | 0.04% | Reduce -5.1% | 63,847 | $12.5M |
| Lifelong Wealth Advisors, Inc. | 3.72% | Reduce -1.5% | 63,716 | $12.5M |
| Tableaux LLC | 4.98% | Add +47.4% | 63,496 | $12.4M |
| Citigroup Inc. | 0.01% | Add +87.2% | 62,305 | $12.2M |
| Signature Wealth Management Partners, LLC | 6.38% | Reduce -4.4% | 62,183 | $12.2M |
| Finley Financial, LLC | 5.51% | Add +2.9% | 60,816 | $11.9M |
| Schroder Investment Management Group | 0.01% | Add +55.7% | 61,001 | $11.9M |
| Stonebridge Financial Planning Group, LLC | 4.46% | Reduce -1.2% | 60,591 | $11.9M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +4.7% | 60,007 | $11.8M |
| CPR Investments Inc. | 8.00% | Reduce -5.0% | 59,346 | $11.6M |
| Prospera Financial Services Inc | 0.20% | Add +1.8% | 59,314 | $11.6M |
| Gries Financial LLC | 1.82% | Reduce -4.0% | 58,664 | $11.5M |
| Johnson Investment Counsel Inc. | 0.10% | Add +2.9% | 58,301 | $11.4M |
| Moloney Securities Asset Management, LLC | 1.36% | Add +579.4% | 58,238 | $11.4M |
| Pathstone Holdings, LLC | 0.04% | Reduce -6.0% | 58,062 | $11.4M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -21.8% | 57,332 | $11.2M |
| Focus Partners Wealth | 0.02% | Add +8.3% | 56,783 | $11.1M |
| Cadent Capital Advisors, LLC | 2.94% | Add +10.1% | 56,669 | $11.1M |
| Advisory Services Network, LLC | 0.16% | Reduce -32.9% | 56,409 | $11.0M |
| HRT Financial LP | 0.04% | New | 56,072 | $11.0M |
| MAI Capital Management | 0.07% | Reduce -0.7% | 55,434 | $10.9M |
| Dynamic Advisor Solutions LLC | 0.31% | Add +1.7% | 55,005 | $10.8M |
| Crown Wealth Group, LLC | 3.21% | Add +8.5% | 54,508 | $10.7M |
| Lido Advisors, LLC | 0.04% | Add +3.1% | 54,435 | $10.7M |
| Perkins Coie Trust Co | 2.00% | Add +7.3% | 54,151 | $10.6M |
| Cerity Partners LLC | 0.02% | Reduce -2.2% | 54,147 | $10.6M |
| Financial Life Advisors | 3.39% | Reduce -2.8% | 53,920 | $10.6M |
| Kickstand Ventures, Llc. | 2.28% | Reduce -6.5% | 52,826 | $10.3M |
| Fifth Third Securities, Inc. | 0.70% | Add +3.8% | 52,328 | $10.2M |
| CoreCap Advisors, LLC | 0.37% | Add +86.0% | 51,940 | $10.2M |
| Jackson Wealth Management, LLC | 1.01% | Add +0.6% | 51,558 | $10.1M |
| Strategic Blueprint, LLC | 0.44% | Reduce -33.6% | 51,420 | $10.1M |
| Citadel Advisors | 0.01% | New | 51,416 | $10.1M |
| Mechanics Bank Trust Department | 1.41% | Reduce -2.2% | 51,379 | $10.1M |
| Spire Wealth Management | 0.34% | Reduce -3.8% | 51,041 | $10.0M |
| Bleakley Financial Group, LLC | 0.22% | Add +3.0% | 48,853 | $9.6M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +0.4% | 48,478 | $9.5M |
| AE Wealth Management LLC | 0.06% | Reduce -56.6% | 48,336 | $9.5M |
| Essex LLC | 1.70% | Reduce -2.0% | 48,020 | $9.4M |
| J.Safra Asset Management Corp | 0.57% | No change | 47,904 | $9.4M |
| WCG Wealth Advisors LLC | 0.59% | Add +0.4% | 47,766 | $9.4M |
| Central Pacific Bank - Trust Division | 1.16% | Add +0.5% | 47,107 | $9.2M |
| Certuity, LLC | 0.63% | Add +0.0% | 47,030 | $9.2M |
| Kingswood Wealth Advisors, LLC | 0.55% | Add +18.6% | 46,544 | $9.1M |
| Cottonwood Capital Advisors, LLC | 6.59% | Add +2.1% | 46,170 | $9.0M |
| Three Seasons Wealth, LLC | 0.89% | Add +2626.5% | 45,860 | $9.0M |
| NorthRock Partners, LLC | 0.16% | Add +720.2% | 45,241 | $8.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +8.7% | 45,208 | $8.9M |
| Prostatis Group LLC | 2.21% | Reduce -1.1% | 45,013 | $8.8M |
| Liberty Wealth Management LLC | 1.24% | Reduce -0.0% | 44,807 | $8.8M |
| One Wealth Advisors, LLC | 1.10% | Reduce -42.4% | 44,770 | $8.8M |
| Atria Investments, Inc | 0.10% | Reduce -64.1% | 44,646 | $8.7M |
| Northern Trust Corp. | 0.00% | Add +23.4% | 44,543 | $8.7M |
| KWB Wealth | 0.95% | Reduce -6.7% | 49,820 | $8.6M |
| RPS Advisory Solutions LLC | 4.20% | Add +3435.7% | 43,772 | $8.6M |
| Keebeck Wealth Management | 1.01% | Reduce -24.0% | 43,422 | $8.5M |
| Focus Financial Network, Inc. | 0.30% | Add +0.3% | 43,389 | $8.5M |
| Centerline Wealth Advisors, LLC | 3.70% | Reduce -11.0% | 43,379 | $8.5M |
| Jane Street Group, LLC | 0.01% | Add +535.4% | 43,191 | $8.5M |
| Pittenger & Anderson Inc. | 0.31% | No change | 43,015 | $8.4M |
| Scotia Capital Inc. | 0.04% | Add +3.8% | 42,538 | $8.3M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Reduce -5.5% | 41,798 | $8.2M |
| IFP Advisors, Inc | 0.21% | Reduce -4.8% | 41,582 | $8.1M |
| Cary Street Partners Financial LLC | 0.21% | Reduce -0.8% | 41,427 | $8.1M |
| Ciovacco Capital Management LLC | 4.01% | Add +0.2% | 40,656 | $8.0M |
| Independent Financial Group, LLC | 0.19% | Add +22.3% | 40,558 | $7.9M |
| Simmons Bank | 0.52% | Reduce -0.1% | 40,027 | $7.8M |
| Principal Securities, Inc. | 0.13% | Reduce -26.6% | 39,102 | $7.7M |
| Berkeley Capital Partners, LLC | 1.80% | Reduce -0.6% | 38,885 | $7.6M |
| CFS Investment Advisory Services, LLC | 0.56% | Reduce -59.7% | 37,093 | $7.5M |
| Commonwealth Financial Services, LLC | 1.25% | Reduce -6.0% | 37,433 | $7.3M |
| Wealthspire Advisors, LLC | 0.04% | Add +129.2% | 36,664 | $7.2M |
| Comerica Bank | 0.03% | Reduce -26.1% | 36,498 | $7.1M |
| Empirical Asset Management, LLC | 1.98% | Reduce -2.2% | 36,343 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -18.1% | 36,291 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Add +1604.5% | 36,101 | $7.1M |
| Sigma Planning Corp | 0.20% | Reduce -8.6% | 36,075 | $7.1M |
| Keystone Financial Services | 2.19% | Reduce -2.5% | 36,073 | $7.1M |
| Fortitude Family Office, LLC | 1.87% | Add +8083.6% | 35,353 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -90.1% | 35,078 | $6.9M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -0.4% | 35,069 | $6.9M |
| Schmidt P J Investment Management Inc. | 1.13% | Reduce -2.0% | 34,925 | $6.8M |
| Summit Financial Consulting LLC | 5.44% | New | 34,820 | $6.8M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -59.0% | 34,705 | $6.8M |
| PFG Investments, LLC | 0.34% | Reduce -0.1% | 33,452 | $6.6M |
| WealthBridge Capital Management, LLC | 1.53% | Reduce -1.3% | 33,250 | $6.5M |
| US Bancorp \de | 0.01% | Reduce -68.0% | 33,155 | $6.5M |
| Staley Capital Advisers Inc. | 0.27% | Reduce -0.1% | 32,980 | $6.5M |
| Shepherd Financial Partners LLC | 0.61% | Reduce -63.9% | 32,803 | $6.4M |
| Integrity Alliance, Llc. | 0.30% | Add +0.1% | 32,762 | $6.4M |
| First Heartland Consultants, Inc. | 0.51% | Reduce -15.2% | 32,357 | $6.3M |
| Icon Wealth Advisors, LLC | 0.43% | Reduce -69.5% | 32,168 | $6.3M |
| Creative Financial Designs Inc. | 0.42% | Reduce -1.0% | 31,905 | $6.2M |
| Pettyjohn, Wood & White, Inc. | 1.03% | Reduce -0.7% | 31,789 | $6.2M |
| Harbour Investments, Inc. | 0.14% | Add +9.5% | 31,723 | $6.2M |
| Beacon Bridge Wealth Partners, LLC | 2.20% | Add +0.9% | 31,557 | $6.2M |
| Blair William & Co. | 0.02% | Reduce -0.5% | 31,487 | $6.2M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -22.5% | 30,947 | $6.1M |
| BBR Partners, LLC | 0.35% | Add +61.9% | 30,740 | $6.0M |
| Kingsman Wealth Management, Inc. | 3.35% | Add +12.4% | 30,737 | $6.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.35% | Reduce -68.3% | 30,648 | $6.0M |
| Founders Financial Securities LLC | 0.40% | Reduce -2.3% | 29,950 | $5.9M |
| Ieq Capital, LLC | 0.02% | Add +43.4% | 29,886 | $5.9M |
| Carnegie Investment Counsel | 0.11% | Add +1.8% | 29,455 | $5.8M |
| Unique Wealth, LLC | 0.84% | Add +11.2% | 29,266 | $5.7M |
| Runnymede Capital Advisors, Inc. | 4.71% | No change | 29,185 | $5.7M |
| Gallagher Capital Advisors, LLC | 3.28% | Add +67.3% | 27,287 | $5.7M |
| Jaffetilchin Investment Partners, LLC | 0.34% | Add +0.0% | 28,901 | $5.7M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Reduce -4.8% | 28,723 | $5.6M |
| AdvisorShares Investments LLC | 0.91% | Reduce -2.4% | 28,461 | $5.6M |
| Montecito Bank & Trust | 0.86% | — | 28,368 | $5.6M |
| Security Financial Services, INC. | 0.90% | Reduce -62.9% | 28,278 | $5.5M |
| Avid Wealth Partners LLC | 2.66% | Add +1.4% | 27,359 | $5.4M |
| Financial Freedom, LLC | 2.67% | Add +0.7% | 27,325 | $5.4M |
| Rathbones Group PLC | 0.02% | Add +0.3% | 27,070 | $5.3M |
| Koshinski Asset Management, Inc. | 0.37% | Add +0.1% | 26,485 | $5.2M |
| Arkadios Wealth Advisors | 0.13% | Reduce -6.6% | 26,244 | $5.1M |
| Ancora Advisors LLC | 0.10% | Reduce -25.8% | 26,199 | $5.1M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -0.5% | 26,133 | $5.1M |
| Ethos Financial Group, LLC | 0.40% | Reduce -0.2% | 26,106 | $5.1M |
| Counterweight Ventures, LLC | 2.98% | Add +91.7% | 26,019 | $5.1M |
| Parallel Advisors, LLC | 0.09% | No change | 26,016 | $5.1M |
| Mutual Advisors, LLC | 0.11% | Reduce -30.1% | 25,303 | $5.1M |
| Forthright Family Wealth Advisory LLC | 3.11% | Add +3.6% | 25,825 | $5.1M |
| Avidian Wealth Enterprises, LLC | 0.19% | Reduce -20.3% | 25,806 | $5.1M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +259.3% | 25,713 | $5.0M |
| Stephens Inc. | 0.06% | Reduce -0.0% | 25,594 | $5.0M |
| Flow Traders U.S. LLC | 0.20% | New | 25,583 | $5.0M |
| Brown Advisory Inc. | 0.01% | Add +2.5% | 25,446 | $5.0M |
| Smartleaf Asset Management LLC | 0.31% | Reduce -18.7% | 25,429 | $5.0M |
| Country Club Bank | 0.29% | Reduce -3.1% | 24,802 | $4.8M |
| WBH Advisory Inc. | 0.37% | Reduce -0.6% | 24,667 | $4.8M |
| Weinberger Asset Management, Inc | 1.73% | Add +0.0% | 24,399 | $4.8M |
| Mgo One Seven LLC | 0.11% | Reduce -14.1% | 24,284 | $4.8M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -92.3% | 24,227 | $4.7M |
| Rothschild Wealth LLC | 1.03% | Reduce -3.0% | 24,049 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Add +2.5% | 24,029 | $4.7M |
| Capital Analysts, LLC | 0.14% | Reduce -45.5% | 23,962 | $4.7M |
| Amundi | 0.00% | New | 23,526 | $4.7M |
| Keybank National Association | 0.02% | Reduce -5.4% | 23,620 | $4.6M |
| Valmark Advisers, Inc. | 0.06% | Add +3.0% | 23,464 | $4.6M |
| Tudor Investment Corporation | 0.03% | Add +714.4% | 23,284 | $4.6M |
| Cibc World Market Inc. | 0.01% | Reduce -3.6% | 23,200 | $4.5M |
| Gilliland Jeter Wealth Management LLC | 1.37% | Reduce -1.2% | 22,745 | $4.5M |
| DT Investment Partners, LLC | 0.38% | No change | 22,678 | $4.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +0.4% | 22,586 | $4.4M |
| Ascent Group, LLC | 0.16% | Reduce -84.4% | 22,563 | $4.4M |
| Sunbelt Securities, Inc. | 0.30% | Reduce -0.5% | 22,360 | $4.4M |
| Allstate Corp. | 0.10% | Add +696.7% | 22,308 | $4.4M |
| IFG Advisory, LLC | 0.20% | Reduce -23.1% | 22,220 | $4.4M |
| Meridian Wealth Management, LLC | 0.17% | Reduce -13.1% | 22,178 | $4.3M |
| Laurel Wealth Advisors LLC | 0.61% | Add +4.1% | 22,162 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +73.4% | 21,999 | $4.3M |
| Ameritas Advisory Services, LLC | 0.28% | Add +48.9% | 21,976 | $4.3M |
| Cypress Wealth Services, LLC | 0.70% | Reduce -54.5% | 21,896 | $4.3M |
| Secure Asset Management, LLC | 0.71% | Reduce -1.4% | 21,707 | $4.3M |
| Cardinal Strategic Wealth Guidance | 1.14% | Reduce -1.4% | 21,696 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +4.1% | 21,515 | $4.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +3.1% | 21,273 | $4.2M |
| Forte Asset Management LLC | 1.99% | Reduce -24.4% | 21,145 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +2.6% | 21,141 | $4.1M |
| Global Retirement Partners, LLC | 0.09% | Reduce -30.1% | 20,843 | $4.1M |
| Swmg, LLC | 1.23% | Reduce -35.1% | 20,379 | $4.1M |
| Clifford Swan Investment Counsel LLC | 0.13% | Add +0.2% | 20,033 | $3.9M |
| Snowden Capital Advisors LLC | 0.11% | Reduce -45.5% | 19,921 | $3.9M |
| Stonebrook Private Inc. | 0.84% | Add +16.5% | 19,836 | $3.9M |
| Wealth Quarterback LLC | 1.49% | Add +4.5% | 19,647 | $3.8M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.8% | 19,561 | $3.8M |
| Wealth Alliance, LLC | 0.39% | Reduce -56.8% | 19,479 | $3.8M |
| Midwest Trust Co | 0.05% | Add +0.7% | 19,456 | $3.8M |
| TSA Wealth Managment LLC | 1.28% | Reduce -52.2% | 19,253 | $3.8M |
| Sovran Advisors, LLC | 0.33% | Reduce -40.9% | 18,115 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +20.1% | 19,162 | $3.8M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.5% | 19,047 | $3.7M |
| Sowell Financial Services LLC | 0.14% | Reduce -9.8% | 19,010 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.56% | Reduce -76.8% | 18,724 | $3.7M |
| MMBG Investment Advisors Co. | 0.32% | Reduce -22.3% | 18,685 | $3.7M |
| Wealthstar Advisors, LLC | 1.42% | Reduce -11.9% | 18,408 | $3.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.69% | Reduce -4.8% | 18,324 | $3.6M |
| Acropolis Investment Management, LLC | 0.18% | Reduce -0.1% | 20,693 | $3.6M |
| Connecticut Wealth Management, LLC | 0.16% | No change | 18,232 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.10% | Reduce -1.3% | 18,113 | $3.5M |
| Quest 10 Wealth Builders, Inc. | 3.25% | Reduce -2.8% | 18,020 | $3.5M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +22.2% | 17,857 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -84.5% | 17,740 | $3.5M |
| Matthew Goff Investment Advisor, LLC | 0.59% | Reduce -0.8% | 17,704 | $3.5M |
| Choreo, LLC | 0.05% | Reduce -4.4% | 17,654 | $3.5M |
| Parsons Capital Management Inc. | 0.20% | Add +2.6% | 17,602 | $3.4M |
| Citizens Financial Group Inc. | 0.05% | Add +11.6% | 17,411 | $3.4M |
| Lakeridge Wealth Management LLC | 1.51% | New | 17,395 | $3.4M |
| Condor Capital Management | 0.28% | Reduce -5.7% | 17,333 | $3.4M |
| Nwam LLC | 0.18% | Reduce -16.8% | 17,194 | $3.4M |
| 1832 Asset Management L.P. | 0.01% | Add +45.3% | 17,092 | $3.3M |
| Renaissance Technologies | 0.00% | Add +17.2% | 17,000 | $3.3M |
| Flagstar Securities, Inc. | 1.02% | Reduce -1.4% | 16,971 | $3.3M |
| Haverford Trust Co | 0.03% | No change | 16,784 | $3.3M |
| RFG Advisory, LLC | 0.07% | Reduce -5.7% | 16,737 | $3.3M |
| Mullooly Asset Management, Inc. | 1.26% | Reduce -0.1% | 16,728 | $3.3M |
| HB Wealth Management, LLC | 0.02% | Add +48.2% | 16,713 | $3.3M |
| Inscription Capital, LLC | 0.35% | Reduce -8.8% | 16,658 | $3.3M |
| Caprock Group, LLC | 0.08% | — | 17,885 | $3.3M |
| Tyche Wealth Partners LLC | 0.57% | Reduce -18.8% | 16,591 | $3.2M |
| Terra Nova Asset Management LLC | 2.04% | Add +3.1% | 16,552 | $3.2M |
| Balboa Wealth Partners | 0.56% | Add +0.0% | 16,449 | $3.2M |
| Ayalon Insurance Comp Ltd. | 0.80% | No change | 16,230 | $3.2M |
| Gotham Asset Management | 0.01% | Add +7.5% | 16,004 | $3.1M |
| AQR Capital Management | 0.00% | Add +0.7% | 15,941 | $3.1M |
| Regal Investment Advisors LLC | 0.20% | Reduce -56.8% | 15,930 | $3.1M |
| First United Bank & Trust | 1.01% | Reduce -0.2% | 15,916 | $3.1M |
| First Manhattan Co. Llc. | 0.01% | Add +1.1% | 15,904 | $3.1M |
| Apeiron RIA LLC | 0.70% | Reduce -47.9% | 15,761 | $3.1M |
| Brookstone Capital Management | 0.04% | Reduce -55.8% | 15,856 | $3.1M |
| Joel Isaacson & Co., LLC | 0.11% | Add +0.0% | 15,798 | $3.1M |
| VestGen Advisors, LLC | 0.10% | Add +630.4% | 15,725 | $3.1M |
| Promethium Advisors,llc | 1.76% | Reduce -0.5% | 15,685 | $3.1M |
| Consolidated Portfolio Review Corp | 0.38% | Add +995.4% | 15,554 | $3.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.6% | 15,458 | $3.0M |
| Leeward Financial Partners, LLC | 0.86% | No change | 15,452 | $3.0M |
| Lakeshore Financial Planning, Inc. | 1.11% | Reduce -6.0% | 15,243 | $3.0M |
| USA Financial Formulas | 0.52% | Reduce -25.6% | 15,201 | $3.0M |
| Adams Wealth Management | 0.63% | New | 15,119 | $3.0M |
| CacheTech Inc. | 0.60% | New | 15,119 | $3.0M |
| Duncker Streett & Co. Inc. | 0.51% | No change | 15,053 | $2.9M |
| W Advisors, LLC | 1.55% | Reduce -11.4% | 15,026 | $2.9M |
| Tennessee Valley Asset Management Partners | 0.40% | New | 14,947 | $2.9M |
| Second Half Financial Partners, LLC | 1.28% | Reduce -6.1% | 14,855 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.24% | Add +0.7% | 14,808 | $2.9M |
| Mach-1 Financial Group, LLC | 0.46% | New | 14,783 | $2.9M |
| Integrity Advisory Solutions, LLC | 0.46% | — | 14,783 | $2.9M |
| Conservest Capital Advisors, Inc. | 0.27% | Reduce -1.2% | 14,665 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Reduce -38.2% | 14,547 | $2.8M |
| Tempus Wealth Planning, LLC | 0.65% | Reduce -14.6% | 14,538 | $2.8M |
| ONE Advisory Partners, LLC | 0.87% | Reduce -70.5% | 14,420 | $2.8M |
| Moulton Wealth Management, Inc. | 2.06% | New | 14,493 | $2.8M |
| Client 1ST Advisory Group, LLC | 0.94% | Add +3.3% | 14,481 | $2.8M |
| KKM Financial LLC | 0.87% | Reduce -2.1% | 14,194 | $2.8M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -92.4% | 14,115 | $2.8M |
| Lakeshore Capital Group, Inc. | 2.23% | Add +0.3% | 14,076 | $2.8M |
| Diversify Advisory Services, LLC | 0.09% | Add +82.6% | 13,170 | $2.7M |
| M1 Capital Management LLC | 1.18% | Reduce -2.1% | 14,007 | $2.7M |
| Concorde Asset Management, LLC | 1.14% | — | 13,687 | $2.7M |
| XTX Topco Ltd | 0.14% | New | 13,811 | $2.7M |
| Centaurus Financial, Inc. | 0.13% | Add +0.6% | 13,757 | $2.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.98% | Reduce -51.8% | 13,695 | $2.7M |
| Glenview Trust Co | 0.04% | Reduce -0.3% | 13,666 | $2.7M |
| High Falls Advisors, Inc | 0.55% | Reduce -77.0% | 13,564 | $2.7M |
| Lifestyle Asset Management, Inc. | 0.91% | Add +125.2% | 13,541 | $2.7M |
| Trustmark Bank Trust Department | 0.17% | Reduce -0.3% | 13,490 | $2.6M |
| Eagle Strategies LLC | 0.35% | Reduce -9.8% | 13,467 | $2.6M |
| Roof Eidam Maycock Peralta, LLC | 0.64% | No change | 13,408 | $2.6M |
| LVW Advisors, LLC | 0.27% | Reduce -8.0% | 13,406 | $2.6M |
| BridgePort Financial Solutions, LLC | 0.70% | Reduce -27.9% | 13,263 | $2.6M |
| LongView Wealth Management | 0.70% | Add +1.5% | 13,229 | $2.6M |
| Advus Financial Partners, LLC | 0.62% | Reduce -5.1% | 13,196 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Add +0.2% | 13,146 | $2.6M |
| Montis Financial, LLC | 0.59% | Reduce -13.6% | 13,130 | $2.6M |
| Keystone Wealth Services, LLC | 0.56% | Reduce -7.0% | 13,104 | $2.6M |
| Waddell & Associates, LLC | 0.22% | No change | 13,098 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +607.6% | 13,070 | $2.6M |
| Fulcrum Equity Management | 2.58% | Add +45.3% | 13,022 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.32% | Reduce -51.8% | 12,902 | $2.5M |
| Savant Capital, LLC | 0.02% | Add +0.9% | 12,712 | $2.5M |
| Financial Perspectives, Inc | 0.69% | Add +1.6% | 12,661 | $2.5M |
| LRI Investments, LLC | 0.20% | No change | 12,465 | $2.4M |
| GTS Securities LLC | 0.09% | New | 12,202 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +1.1% | 12,177 | $2.4M |
| Kelly Financial Services LLC | 0.62% | Reduce -78.0% | 12,128 | $2.4M |
| Ballew Advisors, Inc | 1.32% | Reduce -0.6% | 12,175 | $2.4M |
| Endeavor Private Wealth, Inc. | 0.73% | Reduce -12.0% | 12,056 | $2.4M |
| Adell Harriman & Carpenter Inc. | 0.14% | No change | 12,000 | $2.4M |
| Outlook Wealth Advisors, LLC | 0.59% | Add +1.5% | 11,994 | $2.3M |
| Money Concepts Capital Corp. | 0.14% | Add +485.0% | 11,957 | $2.3M |
| Clear Creek Financial Management, LLC | 0.20% | Add +32.2% | 11,842 | $2.3M |
| Bragg Financial Advisors, Inc | 0.08% | No change | 11,694 | $2.3M |
| Summit Financial, LLC | 0.04% | Add +8.3% | 11,690 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.36% | Reduce -0.8% | 11,679 | $2.3M |
| TRUE Private Wealth Advisors | 0.23% | Add +54.1% | 11,610 | $2.3M |
| Silver Oak Securities, Incorporated | 0.17% | Add +8.3% | 11,598 | $2.3M |
| Principle Wealth Partners LLC | 0.13% | No change | 11,588 | $2.3M |
| Legacy Private Trust Co. | 0.14% | Reduce -4.5% | 11,546 | $2.3M |
| Dale Q Rice Investment Management Ltd | 1.59% | Add +0.3% | 11,225 | $2.3M |
| West Wealth Group, LLC | 0.51% | Reduce -84.0% | 11,396 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -51.4% | 11,341 | $2.2M |
| WealthCare Investment Partners, LLC | 0.71% | Reduce -4.5% | 11,145 | $2.2M |
| Maia Wealth LLC | 0.37% | Reduce -60.1% | 10,691 | $2.2M |
| Advisory Alpha, LLC | 0.06% | Add +16.5% | 10,962 | $2.2M |
| Nova Wealth Management, Inc. | 1.53% | Reduce -9.6% | 11,111 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.5% | 10,962 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.47% | Add +3.6% | 10,707 | $2.1M |
| Canvas Wealth Advisors, LLC | 0.38% | No change | 10,702 | $2.1M |
| Eq LLC | 0.72% | Reduce -26.8% | 10,781 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +6.3% | 10,459 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.3% | 10,722 | $2.1M |
| Apollon Financial, LLC | 0.35% | Add +12.3% | 10,703 | $2.1M |
| Harmony Asset Management LLC | 0.72% | Add +13.8% | 10,688 | $2.1M |
| Ewa, LLC | 0.58% | Reduce -19.2% | 10,628 | $2.1M |
| Magnus Financial Group LLC | 0.16% | Reduce -7.5% | 10,593 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.16% | Reduce -4.3% | 10,562 | $2.1M |
| Westbourne Investments, Inc. | 0.99% | Reduce -14.4% | 9,943 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +97.6% | 10,465 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.11% | Reduce -0.4% | 10,498 | $2.1M |
| Simplex Trading, LLC | 0.05% | New | 10,488 | $2.1M |
| Sonata Capital Group Inc. | 0.76% | No change | 10,480 | $2.1M |
| Global Financial Private Client, LLC | 0.73% | Reduce -5.7% | 10,464 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -31.1% | 10,419 | $2.0M |
| Montz Harcus Wealth Management LLC | 0.89% | Add +0.0% | 10,389 | $2.0M |
| Wesbanco Bank Inc. | 0.06% | No change | 10,365 | $2.0M |
| Blue Trust, Inc. | 0.02% | Reduce -77.9% | 10,352 | $2.0M |
| Patten & Patten Inc. | 0.12% | Add +4.8% | 10,273 | $2.0M |
| NCM Capital Management, LLC | 0.78% | Reduce -2.6% | 10,271 | $2.0M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -0.6% | 10,264 | $2.0M |
| Catalina Capital Group, LLC | 1.24% | Reduce -7.8% | 10,257 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.1% | 10,232 | $2.0M |
| Beacon Financial Group | 0.20% | Reduce -77.0% | 10,219 | $2.0M |
| Wealthspire Retirement, LLC | 0.13% | Add +0.3% | 10,150 | $2.0M |
| Csenge Advisory Group | 0.09% | Reduce -47.9% | 10,084 | $2.0M |
| Westwood Wealth Management | 0.72% | No change | 9,995 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Add +3.5% | 9,988 | $2.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.88% | New | 9,968 | $2.0M |
| Maltin Wealth Management, Inc. | 0.81% | Add +0.0% | 9,964 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +10.3% | 9,948 | $1.9M |
| Allworth Financial LP | 0.01% | Add +3.3% | 9,923 | $1.9M |
| Northside Capital Management, LLC | 0.18% | No change | 9,800 | $1.9M |
| Redwood Financial Network Corp | 1.21% | Add +3.4% | 9,753 | $1.9M |
| Ridgeline Wealth, LLC | 1.41% | Reduce -0.1% | 9,750 | $1.9M |
| Lake Street Private Wealth, LLC | 0.24% | Add +0.4% | 9,632 | $1.9M |
| First National Trust Co | 0.06% | Add +14.4% | 9,608 | $1.9M |
| Austin Private Wealth, LLC | 0.14% | Reduce -91.7% | 9,563 | $1.9M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -0.4% | 9,560 | $1.9M |
| May Hill Capital, LLC | 0.55% | Reduce -23.2% | 9,507 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +0.2% | 9,506 | $1.9M |
| Boston Family Office LLC | 0.12% | Reduce -2.1% | 9,500 | $1.9M |
| Aviance Capital Partners, LLC | 0.22% | Reduce -3.5% | 9,467 | $1.9M |
| HCR Wealth Advisors | 0.19% | No change | 9,229 | $1.8M |
| Carret Asset Management, LLC | 0.18% | Reduce -1.6% | 9,351 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -0.9% | 9,291 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +22.4% | 9,233 | $1.8M |
| Meridian Management Co. | 0.48% | No change | 9,200 | $1.8M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -45.2% | 9,102 | $1.8M |
| Charter Oak Capital Management, LLC | 0.14% | Reduce -2.6% | 9,043 | $1.8M |
| Lewis Asset Management, LLC | 0.72% | Add +7.9% | 8,981 | $1.8M |
| Davis Wealth Advisors, LLC | 1.57% | Reduce -38.8% | 8,951 | $1.8M |
| Guidance Capital, Inc. | 0.46% | Add +4.2% | 8,585 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -15.7% | 8,747 | $1.7M |
| Bison Wealth, LLC | 0.16% | Add +1.4% | 8,517 | $1.7M |
| Debussy Capital Management LP | 0.24% | Add +0.1% | 8,715 | $1.7M |
| Meridian Wealth Advisors, LLC | 0.24% | No change | 8,706 | $1.7M |
| EWG Elevate Inc. | 0.53% | New | 8,669 | $1.7M |
| Sharkey, Howes & Javer | 0.22% | Reduce -85.6% | 8,570 | $1.7M |
| CX Institutional | 0.05% | Reduce -9.1% | 8,570 | $1.7M |
| Navellier & Associates Inc. | 0.17% | New | 8,543 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -11.1% | 8,536 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -63.0% | 8,524 | $1.7M |
| DecisionMap Wealth Management, LLC | 1.07% | Add +0.1% | 8,521 | $1.7M |
| Balance Wealth Partners LLC | 0.41% | Reduce -29.7% | 8,495 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.30% | Reduce -61.5% | 8,471 | $1.7M |
| Panoramic Investment Advisors, LLC | 0.93% | Reduce -45.3% | 8,429 | $1.7M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -8.4% | 8,426 | $1.7M |
| Redwood Investment Management, LLC | 0.18% | Add +8.9% | 8,420 | $1.6M |
| Private Trust Co. NA | 0.14% | Reduce -12.0% | 8,361 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 8,334 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.62% | Add +13.0% | 8,282 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -28.1% | 8,257 | $1.6M |
| Nikulski Financial, Inc. | 0.40% | Reduce -4.3% | 8,198 | $1.6M |
| Investment Advisory Group, LLC | 0.43% | Add +1.5% | 8,154 | $1.6M |
| Vertex Planning Partners, LLC | 0.30% | Reduce -39.1% | 8,088 | $1.6M |
| Bawa N Mallick Trust | 0.59% | No change | 8,000 | $1.6M |
| SPC Financial, Inc. | 0.12% | Reduce -2.7% | 7,993 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +111.0% | 7,986 | $1.6M |
| Venturi Wealth Management, LLC | 0.07% | Add +6.8% | 7,691 | $1.5M |
| World Investment Advisors | 0.03% | Reduce -28.8% | 7,666 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Reduce -34.5% | 7,647 | $1.5M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -1.3% | 7,528 | $1.5M |
| Alterna Wealth Management, Inc. | 1.19% | Reduce -18.5% | 7,372 | $1.4M |
| Rossby Financial, LCC | 0.48% | Add +0.5% | 7,297 | $1.4M |
| Shared Vision Wealth Group LLC | 0.60% | Reduce -57.1% | 7,174 | $1.4M |
| Ibex Wealth Advisors | 0.14% | Add +8.2% | 7,232 | $1.4M |
| Kaydan Wealth Management, Inc. | 0.40% | No change | 7,185 | $1.4M |
| Aprio Wealth Management, LLC | 0.14% | Reduce -0.5% | 7,176 | $1.4M |
| Copperleaf Capital, LLC | 0.67% | Reduce -38.4% | 7,088 | $1.4M |
| Lee Johnson Capital Management, LLC | 0.46% | New | 7,059 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | Add +1.4% | 7,030 | $1.4M |
| M3 Advisory Group, LLC | 0.86% | Reduce -1.0% | 7,018 | $1.4M |
| KPP Advisory Services LLC | 0.20% | Reduce -2.5% | 7,014 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Reduce -13.6% | 6,999 | $1.4M |
| Saxon Interests, Inc. | 0.54% | Reduce -0.1% | 7,539 | $1.4M |
| Olde Wealth Management, LLC | 0.42% | — | 6,667 | $1.4M |
| Yukon Wealth Management, Inc. | 0.45% | Reduce -2.4% | 6,954 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -0.1% | 6,905 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Reduce -4.5% | 6,893 | $1.4M |
| JB Capital LLC | 0.06% | Reduce -97.0% | 6,885 | $1.3M |
| Glenmede Investment Management, LP | 0.01% | Reduce -0.2% | 6,880 | $1.3M |
| Stone House Investment Management, LLC | 0.23% | Reduce -91.3% | 6,867 | $1.3M |
| Westside Investment Management, Inc. | 0.21% | Add +0.2% | 6,852 | $1.3M |
| Curi Capital, LLC | 0.02% | No change | 6,855 | $1.3M |
| Stanich Group LLC | 0.82% | Reduce -8.3% | 6,839 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.3% | 6,813 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +97.5% | 6,783 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | No change | 6,748 | $1.3M |
| Brooktree Capital Management | 0.84% | No change | 6,746 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.86% | No change | 6,733 | $1.3M |
| Cooper Financial Group | 0.15% | Reduce -1.3% | 6,727 | $1.3M |
| First Western Trust Bank | 0.06% | No change | 6,700 | $1.3M |
| Maryland Capital Advisors Inc. | 0.47% | No change | 6,680 | $1.3M |
| PKS Advisory Services, LLC | 0.30% | Add +2.3% | 6,645 | $1.3M |
| Willner & Heller, LLC | 0.99% | Add +0.0% | 6,611 | $1.3M |
| Essex Financial Services, Inc. | 0.08% | Reduce -4.1% | 6,576 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -31.5% | 6,557 | $1.3M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -64.0% | 6,515 | $1.3M |
| Buck Wealth Strategies, LLC | 0.17% | Reduce -7.9% | 6,460 | $1.3M |
| Zhang Financial LLC | 0.05% | Add +1.5% | 6,454 | $1.3M |
| Hudson Portfolio Management LLC | 1.12% | Reduce -4.4% | 6,435 | $1.3M |
| Full Sail Capital, LLC | 0.07% | Reduce -2.1% | 6,352 | $1.2M |
| Tradition Wealth Management, LLC | 0.09% | Reduce -67.7% | 6,239 | $1.2M |
| Yeomans Consulting Group, Inc. | 0.42% | Add +3.0% | 6,156 | $1.2M |
| Accel Wealth Management | 0.35% | Add +300.3% | 6,137 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.47% | Reduce -53.4% | 6,064 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -3.9% | 6,049 | $1.2M |
| Latitude Advisors, LLC | 0.54% | Add +2.1% | 6,043 | $1.2M |
| Obsidian Cio, LLC | 0.16% | Add +2.7% | 6,042 | $1.2M |
| Lavaca Capital LLC | 0.21% | No change | 6,000 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +5.1% | 5,992 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.66% | Reduce -8.9% | 5,988 | $1.2M |
| Park National Corp. | 0.04% | No change | 5,940 | $1.2M |
| Stratos Investment Management, LLC | 0.05% | Add +43.0% | 5,906 | $1.2M |
| Invictus Private Wealth, LLC | 0.07% | Reduce -0.0% | 5,869 | $1.1M |
| Stillwater Wealth Management Group | 0.80% | — | 5,860 | $1.1M |
| FAS Wealth Partners, Inc. | 0.08% | No change | 5,854 | $1.1M |
| Unified Investment Management | 1.13% | Reduce -4.1% | 5,795 | $1.1M |
| Riverview Capital Advisers, LLC | 0.33% | No change | 9,834 | $1.1M |
| Petix & Botte Co | 0.26% | Add +17.0% | 5,758 | $1.1M |
| Fortis Group Advisors, LLC | 0.19% | Reduce -0.2% | 5,403 | $1.1M |
| Chapin Davis, Inc. | 0.28% | No change | 5,719 | $1.1M |
| Greenleaf Trust | 0.01% | Add +1.0% | 5,715 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Reduce -4.1% | 5,655 | $1.1M |
| FFG Retirement Advisors LLC | 0.68% | Reduce -51.7% | 5,580 | $1.1M |
| Ashton Thomas Securities, LLC | 0.15% | New | 5,579 | $1.1M |
| Spectrum Planning & Advisory Services Inc. | 0.62% | Reduce -66.2% | 5,565 | $1.1M |
| Tactive Advisors, LLC | 0.31% | Reduce -4.0% | 5,563 | $1.1M |
| Axecap Investments, LLC | 0.67% | Add +1.5% | 5,558 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -0.6% | 5,498 | $1.1M |
| Allen Investment Management, LLC | 0.01% | No change | 5,464 | $1.1M |
| Verus Capital Partners, LLC | 0.08% | Reduce -53.1% | 5,460 | $1.1M |
| Courier Capital LLC | 0.06% | No change | 5,459 | $1.1M |
| N.E.W. Advisory Services LLC | 0.10% | No change | 5,453 | $1.1M |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -11.8% | 5,452 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.5% | 5,451 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -33.2% | 5,439 | $1.1M |
| MKT Advisors LLC | 0.39% | Reduce -28.7% | 5,377 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Add +1.6% | 6,175 | $1.1M |
| Howard Capital Management, LLC | 0.01% | Add +1.0% | 5,403 | $1.1M |
| Regimen Wealth, LLC | 0.31% | No change | 5,363 | $1.0M |
| Concord Wealth Partners | 0.14% | Reduce -1.4% | 5,357 | $1.0M |
| Dagco, Inc. | 0.26% | Add +6.8% | 5,350 | $1.0M |
| Modern Wealth Management, LLC | 0.02% | Reduce -73.6% | 5,295 | $1.0M |
| Lighthouse Financial LLC | 0.68% | Add +17.6% | 5,290 | $1.0M |
| Empower Advisory Group, LLC | 0.00% | Add +3.7% | 5,258 | $1.0M |
| UNIVEST FINANCIAL Corp | 0.06% | No change | 5,197 | $1.0M |
| Biondo Investment Advisors, LLC | 0.13% | Add +36.4% | 5,195 | $1.0M |
| Roman Butler Fullerton & Co. | 0.27% | Add +0.0% | 4,806 | $1.0M |
| Arete Wealth Advisors, LLC | 0.06% | No change | 5,098 | $999K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +0.5% | 5,089 | $997K |
| Penobscot Wealth Management | 0.32% | Reduce -1.9% | 5,082 | $995K |
| Strategic Financial Concepts, LLC | 0.14% | New | 5,065 | $992K |
| Kovack Advisors, Inc. | 0.09% | Reduce -26.6% | 5,058 | $991K |
| Wealthstream Advisors, Inc. | 0.15% | No change | 5,048 | $989K |
| Hilltop Holdings Inc. | 0.05% | Reduce -7.9% | 5,039 | $987K |
| Ameriflex Group, Inc. | 0.37% | Reduce -20.8% | 5,034 | $986K |
| StoneX Group Inc. | 0.04% | Add +11.1% | 5,009 | $981K |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $970K |
| Retirement Wealth Solutions LLC | 0.64% | Reduce -49.3% | 4,947 | $969K |
| Symphony Financial Services, Inc. | 0.52% | Reduce -0.0% | 4,944 | $968K |
| Lantz Financial LLC | 0.21% | Reduce -61.1% | 4,927 | $965K |
| Clearview Wealth Advisors LLC | 0.62% | Reduce -6.1% | 4,906 | $961K |
| Mainstream Capital Management LLC | 0.64% | Reduce -2.6% | 4,902 | $960K |
| Certus Wealth Management, LLC | 0.57% | Reduce -70.8% | 4,883 | $956K |
| Occidental Asset Management, LLC | 0.12% | Add +1.2% | 4,860 | $952K |
| GPS Wealth Strategies Group, LLC | 0.10% | Add +2.5% | 4,846 | $949K |
| Sierra Summit Advisors LLC | 0.14% | No change | 4,812 | $942K |
| Synovus Financial Corp. | 0.01% | Reduce -4.8% | 4,808 | $942K |
| Affiance Financial, LLC | 0.17% | Add +2.6% | 4,800 | $940K |
| Interchange Capital Partners, LLC | 0.18% | Reduce -44.9% | 4,781 | $936K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.1% | 4,716 | $924K |
| Fsa Wealth Partners, Inc. | 0.35% | Reduce -7.9% | 4,675 | $916K |
| Argyle Capital Partners, LLC | 0.65% | Add +19.5% | 4,652 | $911K |
| Two Sigma Securities, LLC | 0.13% | New | 4,632 | $907K |
| Burns J W & Co. Inc. | 0.10% | Reduce -1.3% | 4,620 | $905K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 4,590 | $899K |
| Private Client Services, LLC | 0.30% | Add +8.8% | 4,576 | $896K |
| Adapt Wealth Advisors, LLC | 0.33% | Add +3.6% | 4,556 | $892K |
| Spinnaker Trust | 0.05% | Add +0.8% | 4,539 | $889K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -13.9% | 4,538 | $889K |
| Schnieders Capital Management, Llc. | 0.14% | — | 4,532 | $888K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -24.3% | 4,524 | $887K |
| WealthShield Partners, LLC | 0.10% | Reduce -80.2% | 4,516 | $885K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -2.2% | 4,505 | $882K |
| Everpar Advisors LLC | 0.35% | Add +34.7% | 4,501 | $882K |
| Naples Global Advisors, LLC | 0.07% | Add +39.9% | 4,488 | $879K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.0% | 4,459 | $873K |
| Orange Investment Advisors, Inc. | 0.09% | Reduce -0.9% | 4,440 | $870K |
| McNaughton Wealth Management, LLC | 0.36% | Reduce -80.8% | 4,413 | $864K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -17.9% | 4,345 | $851K |
| One Wealth Capital Management, LLC | 0.38% | Reduce -74.2% | 4,343 | $851K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.3% | 4,324 | $847K |
| Warner Financial, Inc. | 0.32% | No change | 4,313 | $845K |
| Rik Saylor Financial, Inc. | 0.61% | Add +0.2% | 4,285 | $839K |
| Midwest Capital Advisors, LLC | 0.40% | Reduce -88.4% | 4,275 | $837K |
| Triad Wealth Partners, LLC | 0.11% | Reduce -88.2% | 4,266 | $836K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +26.5% | 5,188 | $828K |
| Modera Wealth Management, LLC | 0.01% | Add +6.0% | 4,202 | $823K |
| Comprehensive Financial Planning, Inc. | 0.56% | Add +15.5% | 4,199 | $822K |
| Emergent Wealth Advisors, LLC | 0.47% | Reduce -0.3% | 4,180 | $819K |
| Advance Capital Management, Inc. | 0.04% | No change | 4,137 | $810K |
| Asset Dedication, LLC | 0.05% | Add +28.2% | 4,120 | $807K |
| Cannon Advisors, Inc. | 0.54% | New | 4,000 | $800K |
| Financial Advocates Investment Management | 0.45% | Reduce -62.1% | 4,084 | $800K |
| Gen-Wealth Partners Inc | 0.27% | Reduce -76.1% | 4,063 | $796K |
| Root Financial Partners, LLC | 0.05% | Reduce -2.4% | 4,017 | $787K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.3% | 4,000 | $784K |
| Westover Capital Advisors, LLC | 0.14% | No change | 4,000 | $783K |
| LexAurum Advisors, LLC | 0.11% | Reduce -2.9% | 3,989 | $781K |
| Dodds Wealth, LLC | 0.19% | Reduce -0.6% | 3,977 | $779K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -36.8% | 3,827 | $779K |
| United Capital Management of KS, Inc. | 0.11% | Reduce -4.3% | 3,950 | $774K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -25.9% | 3,902 | $764K |
| Wetzel Investment Advisors, Inc. | 0.33% | Reduce -10.9% | 3,899 | $764K |
| PUREfi Wealth, LLC | 0.59% | Reduce -24.4% | 3,892 | $762K |
| FPC Investment Advisory, Inc. | 0.46% | Reduce -30.2% | 3,890 | $762K |
| Retirement Planning Group, LLC | 0.03% | New | 3,872 | $758K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -42.8% | 3,865 | $757K |
| Hoxton Planning & Management, LLC | 0.24% | Reduce -65.5% | 3,861 | $756K |
| Family Manage LLC | 0.10% | No change | 3,860 | $756K |
| WT Wealth Management | 0.22% | Add +10.6% | 3,846 | $753K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 3,828 | $750K |
| BLVD Private Wealth, LLC | 0.64% | Reduce -5.1% | 3,800 | $744K |
| Wolverine Trading, LLC | 0.01% | New | 3,781 | $737K |
| Meritage Portfolio Management | 0.05% | No change | 3,757 | $736K |
| Qube Research & Technologies Ltd | 0.00% | Add +6160.0% | 3,756 | $736K |
| Prudent Investors Network, Inc. | 0.18% | No change | 3,751 | $735K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -20.6% | 3,729 | $730K |
| Hilltop Partners LLC | 0.22% | No change | 3,715 | $728K |
| Empowered Funds, LLC | 0.01% | New | 3,700 | $725K |
| Schorn Wealth LLC | 0.22% | No change | 3,684 | $722K |
| TrueWealth Advisors, LLC | 0.20% | Reduce -9.9% | 3,681 | $721K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 3,627 | $710K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -35.2% | 3,619 | $709K |
| Presidio Capital Management, LLC | 0.25% | Add +4.5% | 3,610 | $707K |
| SkyView Investment Advisors, LLC | 0.09% | Reduce -0.1% | 3,606 | $706K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -4.1% | 3,604 | $706K |
| Edgemoor Investment Advisors, Inc. | 0.05% | New | 3,600 | $705K |
| GFS Advisors, LLC | 0.09% | Reduce -0.3% | 3,593 | $704K |
| Astoria Portfolio Advisors LLC. | 0.18% | New | 3,469 | $697K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,557 | $697K |
| Old North State Wealth Management, LLC | 0.32% | Add +6.5% | 3,506 | $688K |
| RCS Financial Planning, LLC | 0.30% | Reduce -58.5% | 3,456 | $677K |
| Oxinas Partners, LLC | 0.36% | Add +0.0% | 3,436 | $673K |
| Summit Trail Advisors, LLC | 0.01% | Add +12.6% | 3,432 | $672K |
| Chesapeake Wealth Management | 0.20% | Reduce -1.4% | 3,419 | $670K |
| Old National Bancorp | 0.01% | Add +0.2% | 3,413 | $668K |
| Correct Capital Wealth Management | 0.12% | No change | 3,400 | $666K |
| Mma Asset Management LLC | 0.22% | Add +100.0% | 3,360 | $658K |
| Strategy Asset Managers LLC | 0.12% | Reduce -0.7% | 3,355 | $657K |
| XML Financial, LLC | 0.05% | No change | 3,352 | $657K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 3,346 | $655K |
| Essex Bank | 0.15% | No change | 3,345 | $655K |
| Moment Partners, LLC | 0.12% | No change | 3,339 | $654K |
| Russell Investments Group, Ltd. | 0.00% | Add +204.4% | 3,330 | $652K |
| Savvy Advisors, Inc. | 0.03% | Reduce -6.6% | 3,323 | $651K |
| Intrua Financial, LLC | 0.08% | Add +0.1% | 3,311 | $648K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 3,296 | $646K |
| Diversified Trust Co. | 0.01% | No change | 3,269 | $640K |
| TBH Global Asset Management, LLC | 0.12% | New | 3,250 | $637K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.6% | 3,250 | $637K |
| Brookwood Investment Group LLC | 0.08% | Reduce -13.6% | 3,249 | $636K |
| Columbia Bank | 0.18% | No change | 3,200 | $629K |
| Sensible Money, LLC | 0.21% | No change | 3,200 | $627K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -13.1% | 3,195 | $626K |
| Trek Financial, LLC | 0.04% | Reduce -90.2% | 3,155 | $618K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.3% | 3,016 | $616K |
| Integrated Capital Management, LLC | 0.27% | Reduce -13.1% | 2,967 | $615K |
| GWN Securities Inc. | 0.14% | Reduce -5.3% | 3,041 | $603K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,069 | $601K |
| Samalin Investment Counsel, LLC | 0.21% | Reduce -2.9% | 3,057 | $599K |
| Fiduciary Group, LLC | 0.05% | Add +148.7% | 3,044 | $596K |
| Jefferies Financial Group Inc. | 0.01% | Add +19.8% | 3,044 | $596K |
| Michels Family Financial, LLC | 0.46% | Reduce -6.4% | 3,039 | $595K |
| Tobias Financial Advisors, Inc. | 0.09% | No change | 3,032 | $594K |
| Antonelli Financial Advisors, LLC | 0.40% | Reduce -0.3% | 3,021 | $592K |
| Dentgroup LLC | 0.38% | Add +13.9% | 3,017 | $591K |
| Vise Technologies, Inc. | 0.02% | New | 3,013 | $590K |
| Quantbot Technologies LP | 0.02% | New | 3,000 | $588K |
| Next Level Private LLC | 0.17% | Add +0.0% | 2,945 | $587K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -95.1% | 2,997 | $587K |
| Horizon Wealth Management, LLC | 0.09% | Reduce -96.6% | 2,987 | $585K |
| Canal Capital Management, LLC | 0.09% | No change | 2,982 | $584K |
| Trexquant Investment LP | 0.01% | Add +17.8% | 2,980 | $584K |
| Manchester Capital Management LLC | 0.08% | No change | 2,968 | $581K |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 2,897 | $567K |
| Richmond Investment Services, LLC | 0.11% | Reduce -30.1% | 2,896 | $567K |
| Paces Ferry Wealth Advisors, LLC | 0.24% | No change | 2,891 | $566K |
| Flputnam Investment Management Co. | 0.01% | Reduce -9.9% | 2,890 | $566K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 2,885 | $565K |
| Nicolet Advisory Services, LLC | 0.04% | No change | 2,856 | $565K |
| Fairvoy Private Wealth, LLC | 0.13% | Reduce -1.3% | 2,876 | $563K |
| Carderock Capital Management Inc. | 0.14% | No change | 2,875 | $563K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -0.5% | 2,828 | $554K |
| Asset Management Group, Inc. | 0.09% | No change | 2,802 | $549K |
| One Capital Management, LLC | 0.02% | Add +53.6% | 2,801 | $549K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Reduce -41.5% | 2,801 | $549K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -1.8% | 2,801 | $549K |
| Harvest Investment Services, LLC | 0.11% | Add +16.3% | 2,795 | $547K |
| Washington Trust Bank | 0.04% | Reduce -20.1% | 2,793 | $547K |
| Bensler, LLC | 0.06% | Add +0.0% | 2,775 | $543K |
| Smith, Moore & Co. | 0.04% | Add +5.8% | 2,750 | $539K |
| Worth Asset Management, LLC | 0.24% | Add +81.9% | 2,743 | $537K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,743 | $537K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 2,739 | $536K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -12.3% | 2,723 | $533K |
| Yardley Wealth Management LLC | 0.30% | No change | 2,723 | $533K |
| WESPAC Advisors SoCal, LLC | 0.11% | No change | 2,710 | $531K |
| Kanawha Capital Management LLC | 0.04% | Reduce -1.8% | 2,701 | $529K |
| PFG Advisors | 0.02% | New | 2,680 | $525K |
| Puff Wealth Management, LLC | 0.78% | Reduce -3.6% | 2,630 | $515K |
| HT Partners LLC | 0.16% | No change | 2,612 | $512K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -5.9% | 2,600 | $509K |
| Warm Springs Advisors Inc. | 0.39% | No change | 2,599 | $509K |
| Leavell Investment Management, Inc. | 0.02% | Add +1.5% | 2,594 | $508K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 2,427 | $508K |
| AlphaCore Capital LLC | 0.02% | Reduce -1.3% | 2,566 | $503K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -79.5% | 2,565 | $502K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +30.4% | 2,558 | $501K |
| Fisher Asset Management | 0.00% | Reduce -3.9% | 2,542 | $498K |
| Level Four Advisory Services, LLC | 0.02% | Add +25.4% | 2,527 | $495K |
| Facet Wealth, Inc. | 0.01% | Add +46.5% | 2,519 | $493K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -28.5% | 2,505 | $491K |
| Cahaba Wealth Management, Inc. | 0.04% | No change | 2,503 | $490K |
| Optivise Advisory Services LLC | 0.29% | Reduce -52.1% | 2,503 | $490K |
| Blue Fin Capital, Inc. | 0.08% | No change | 2,493 | $488K |
| Planning Directions Inc. | 0.25% | Add +5.7% | 2,488 | $487K |
| Avalon Trust Co | 0.03% | New | 2,486 | $487K |
| Steinberganna Wealth Management | 0.23% | — | 2,470 | $484K |
| Verger Capital Management LLC | 0.16% | Reduce -15.0% | 2,443 | $478K |
| Accredited Investors Inc. | 0.03% | No change | 2,424 | $475K |
| Parkside Financial Bank & Trust | 0.04% | No change | 2,408 | $472K |
| True Vision MN LLC | 0.25% | Reduce -86.9% | 2,401 | $470K |
| Sutton Place Investors LLC | 0.27% | Reduce -60.4% | 2,400 | $470K |
| First City Capital Management, Inc. | 0.25% | No change | 2,400 | $470K |
| Ranch Capital Advisors Inc. | 0.18% | Reduce -0.2% | 2,400 | $470K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,400 | $470K |
| TFB Advisors LLC | 0.14% | Add +1.1% | 2,409 | $469K |
| Gryphon Financial Partners LLC | 0.05% | No change | 2,391 | $468K |
| Powell Investment Advisors, LLC | 0.16% | Add +0.0% | 2,385 | $467K |
| Center for Financial Planning, Inc. | 0.05% | No change | 2,384 | $467K |
| Clark Capital Management Group, Inc. | 0.00% | Add +12.3% | 2,380 | $466K |
| SCS Capital Management LLC | 0.01% | No change | 2,370 | $464K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 2,368 | $464K |
| Wealthgarden F.S. LLC | 0.33% | Reduce -67.8% | 2,320 | $463K |
| Bailard, Inc. | 0.01% | No change | 2,356 | $461K |
| Tilson Financial Group, Inc. | 0.15% | Add +0.7% | 2,354 | $461K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +12.2% | 2,349 | $460K |
| Strathmore Capital Advisors, Inc. | 0.19% | Reduce -3.1% | 2,345 | $459K |
| Atlas Brown,Inc. | 0.14% | Reduce -7.6% | 2,343 | $459K |
| Altfest L J & Co. Inc. | 0.05% | No change | 2,330 | $456K |
| Westfuller Advisors, LLC | 0.21% | Add +0.0% | 2,328 | $456K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.6% | 2,303 | $451K |
| ELCO Management Co., LLC | 0.24% | Add +43.8% | 2,300 | $450K |
| Well Done, LLC | 0.08% | New | 2,298 | $450K |
| IMZ Advisory Inc | 0.17% | No change | 2,297 | $450K |
| Independence Bank of Kentucky | 0.06% | Add +7.0% | 2,296 | $450K |
| Buttonwood Financial Group, LLC | 0.19% | Reduce -97.7% | 2,271 | $449K |
| Garrison Point Advisors, LLC | 0.19% | No change | 2,290 | $449K |
| GAMMA Investing LLC | 0.02% | Add +8.7% | 2,280 | $447K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -19.4% | 2,272 | $445K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -50.1% | 2,272 | $445K |
| Weaver Consulting Group | 0.11% | No change | 2,269 | $444K |
| Blue Barn Wealth, LLC | 0.19% | Add +0.0% | 2,252 | $441K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -1.9% | 2,251 | $441K |
| Marino, Stram & Associates LLC | 0.08% | No change | 2,244 | $440K |
| Ignite Planners, LLC | 0.07% | Reduce -0.0% | 2,240 | $439K |
| New Insight Wealth Advisors | 0.16% | No change | 2,237 | $438K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 2,224 | $436K |
| 5T Wealth, LLC | 0.19% | Reduce -65.6% | 2,223 | $435K |
| Cornerstone Planning Group LLC | 0.07% | Add +323.1% | 2,086 | $434K |
| Silicon Valley Capital Partners | 0.04% | No change | 2,205 | $432K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.1% | 2,203 | $431K |
| Advisors Capital Management, LLC | 0.01% | New | 2,200 | $431K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 2,200 | $431K |
| WealthTrak Capital Management LLC | 0.35% | Reduce -35.0% | 2,197 | $430K |
| Sound Income Strategies, LLC | 0.02% | Add +8.3% | 2,144 | $430K |
| Ceera Investments, LLC | 0.13% | Reduce -9.0% | 2,180 | $427K |
| Associated Banc-Corp | 0.01% | Reduce -5.1% | 2,174 | $426K |
| AlTi Global, Inc. | 0.01% | No change | 2,166 | $424K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | Reduce -2.7% | 2,147 | $421K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 2,140 | $419K |
| Garde Capital, Inc. | 0.02% | No change | 2,136 | $418K |
| Sterling Investment Advisors LLC | 0.21% | Reduce -9.1% | 2,115 | $414K |
| Accelerate Investment Advisors LLC | 0.28% | Reduce -50.2% | 2,113 | $414K |
| Edgestream Partners, L.P. | 0.01% | New | 2,102 | $412K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -6.4% | 2,113 | $411K |
| One Charles Private Wealth Services, LLC | 0.11% | Reduce -2.5% | 2,100 | $411K |
| Simplicity Wealth,LLC | 0.02% | Reduce -91.2% | 2,094 | $410K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 2,091 | $407K |
| Americana Partners, LLC | 0.01% | Add +0.8% | 2,049 | $401K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 2,033 | $401K |
| Jacobi Capital Management LLC | 0.02% | No change | 2,044 | $400K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -31.1% | 2,042 | $400K |
| Circle Wealth Management, LLC | 0.01% | Add +24.5% | 2,033 | $398K |
| Sierra Ocean, LLC | 0.33% | Reduce -12.8% | 2,011 | $394K |
| Widmann Financial Services, Inc. | 0.25% | No change | 2,000 | $392K |
| Argentarii, LLC | 0.16% | No change | 2,000 | $392K |
| Rialto Wealth Management, LLC | 0.10% | No change | 2,000 | $392K |
| Cambridge Advisors Inc. | 0.08% | No change | 2,000 | $392K |
| MV Capital Management, Inc. | 0.04% | No change | 2,000 | $392K |
| First National Bank of Omaha | 0.02% | No change | 2,000 | $392K |
| Vident Advisory, LLC | 0.00% | Add +50.4% | 1,999 | $392K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +7.5% | 1,996 | $391K |
| Key Financial Inc | 0.07% | No change | 1,976 | $390K |
| Brighton Jones LLC | 0.01% | Reduce -5.6% | 1,988 | $389K |
| JT Stratford LLC | 0.05% | Reduce -49.5% | 1,983 | $388K |
| Madden Advisory Services, Inc. | 0.16% | No change | 1,978 | $387K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -9.8% | 1,867 | $387K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -86.3% | 1,972 | $386K |
| Wallace Hart LLC | 0.28% | New | 1,972 | $386K |
| Pitcairn Co. | 0.03% | No change | 1,963 | $384K |
| Resolute Wealth Strategies, LLC | 0.17% | No change | 1,951 | $382K |
| Dover Advisors, LLC | 0.15% | Reduce -2.5% | 1,950 | $382K |
| Ascentis Independent Advisors | 0.06% | Reduce -6.0% | 1,947 | $381K |
| Midwest Heritage Bank, FSB | 0.14% | Reduce -0.4% | 1,947 | $381K |
| IFG Advisors, LLC | 0.06% | No change | 1,930 | $378K |
| Baldwin Investment Management, LLC | 0.04% | Reduce -4.9% | 1,930 | $378K |
| Independent Solutions Wealth Management, LLC | 0.07% | New | 1,928 | $378K |
| CVA Family Office, LLC | 0.05% | Add +0.6% | 1,927 | $377K |
| Peoples Bank | 0.23% | No change | 1,926 | $377K |
| Roble, Belko & Company, Inc | 0.05% | Reduce -12.5% | 1,927 | $377K |
| Venture Visionary Partners LLC | 0.01% | Reduce -10.0% | 1,924 | $377K |
| Colonial Trust Co / SC | 0.05% | No change | 1,920 | $376K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,910 | $374K |
| Transcendent Capital Group LLC | 0.17% | New | 1,909 | $374K |
| Oldfather Financial Services, LLC | 0.12% | Add +3.3% | 1,909 | $374K |
| Doliver Advisors, LP | 0.10% | New | 1,909 | $374K |
| Anchor Investment Management, LLC | 0.03% | Reduce -5.6% | 1,908 | $374K |
| Centurion Wealth Management LLC | 0.09% | Reduce -81.7% | 1,904 | $373K |
| V2 Financial group LLC | 0.21% | No change | 1,900 | $372K |
| Nilsine Partners, LLC | 0.03% | No change | 1,895 | $371K |
| Novak & Powell Financial Services, Inc. | 0.20% | No change | 1,894 | $371K |
| Tiller Private Wealth, Inc. | 0.13% | Reduce -4.5% | 1,893 | $371K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.5% | 1,890 | $370K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -1.4% | 1,881 | $368K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 1,874 | $367K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -21.1% | 1,873 | $367K |
| Fullcircle Wealth LLC | 0.13% | Reduce -73.9% | 1,796 | $366K |
| Composition Wealth, LLC | 0.01% | Reduce -31.7% | 1,867 | $366K |
| Hopwood Financial Services, Inc. | 0.24% | No change | 1,860 | $364K |
| Human Investing LLC | 0.05% | Add +2.7% | 1,853 | $363K |
| Eaton Financial Holdings Company, LLC | 0.10% | Reduce -2.1% | 1,852 | $363K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 1,848 | $362K |
| InTrack Investment Management Inc | 0.21% | Add +0.3% | 1,838 | $360K |
| Townsquare Capital LLC | 0.05% | Reduce -9.6% | 1,836 | $360K |
| Rockland Trust Co. | 0.01% | No change | 1,835 | $359K |
| Potentia Wealth | 0.14% | Reduce -3.4% | 1,832 | $359K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -0.7% | 1,818 | $356K |
| Peak Planning Group, LLC | 0.19% | No change | 1,814 | $355K |
| Legacy Financial Group LLC | 0.05% | Reduce -94.0% | 1,811 | $355K |
| 3Chopt Investment Partners, LLC | 0.08% | No change | 1,810 | $355K |
| Theory Financial LLC | 0.12% | Reduce -83.3% | 1,773 | $354K |
| Barclays PLC | 0.00% | Add +125.8% | 1,806 | $354K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 1,803 | $353K |
| Greenspring Advisors, LLC | 0.06% | — | 1,801 | $353K |
| Wedmont Private Capital | 0.01% | New | 1,783 | $353K |
| Granite Bay Wealth Management, LLC | 0.09% | Reduce -21.7% | 1,800 | $353K |
| Pinnacle Family Advisors, LLC | 0.15% | Reduce -6.2% | 1,792 | $351K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -0.1% | 1,784 | $349K |
| Northwest Capital Management Inc | 0.37% | Reduce -65.9% | 1,783 | $349K |
| Pennington Partners & Co., LLC | 0.17% | No change | 1,782 | $349K |
| Founders Financial Alliance, LLC | 0.07% | Add +67.4% | 1,776 | $348K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -19.2% | 1,776 | $348K |
| Berman McAleer LLC | 0.05% | — | 1,775 | $348K |
| First Financial Bankshares Inc | 0.01% | No change | 1,773 | $347K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -99.1% | 1,769 | $346K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 1,760 | $345K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.8% | 1,744 | $342K |
| Thoma Capital Management LLC | 0.20% | No change | 1,741 | $341K |
| Financial Gravity Asset Management, Inc. | 0.07% | — | 1,739 | $341K |
| Belpointe Asset Management LLC | 0.01% | Reduce -78.1% | 1,722 | $337K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,722 | $337K |
| Invesco Ltd. | 0.00% | New | 1,717 | $336K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -10.5% | 1,713 | $336K |
| Ariadne Wealth Management, LP | 0.15% | No change | 1,686 | $334K |
| Evolution Wealth Management Inc. | 0.34% | Add +3.8% | 1,704 | $334K |
| Marco Investment Management LLC | 0.03% | No change | 1,700 | $333K |
| Tranquility Partners, LLC | 0.11% | Reduce -3.1% | 1,698 | $333K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -20.5% | 1,696 | $332K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Reduce -59.1% | 1,690 | $331K |
| Soundwatch Capital LLC | 0.05% | New | 1,687 | $330K |
| Betterment LLC | 0.00% | Reduce -3.1% | 1,687 | $330K |
| HM Payson & Co. | 0.00% | No change | 1,640 | $321K |
| Central Valley Advisors, LLC | 0.10% | No change | 1,634 | $320K |
| Hobart Private Capital, LLC | 0.07% | Reduce -3.9% | 1,634 | $320K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -76.5% | 1,631 | $320K |
| Independent Advisor Alliance | 0.01% | Add +35.8% | 1,626 | $318K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 1,626 | $318K |
| Flower City Capital | 0.17% | No change | 1,620 | $317K |
| Provident Wealth Management, LLC | 0.10% | No change | 1,616 | $317K |
| BIP Wealth, LLC | 0.02% | No change | 1,615 | $316K |
| Center For Asset Management LLC | 0.17% | New | 1,609 | $315K |
| LGT Financial Advisors LLC | 0.68% | Add +19.6% | 1,607 | $315K |
| Klingman & Associates, LLC | 0.02% | No change | 1,601 | $314K |
| Advisors Management Group Inc. | 0.05% | Reduce -12.7% | 1,591 | $312K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 1,582 | $310K |
| Resources Management Corp. /CT/ | 0.04% | No change | 1,570 | $308K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -10.8% | 1,571 | $308K |
| Banco Santander, S.A. | 0.00% | No change | 1,548 | $303K |
| Chemistry Wealth Management LLC | 0.06% | No change | 1,540 | $302K |
| Corrado Advisors, LLC | 0.16% | Add +0.1% | 1,537 | $301K |
| Objective Capital Management, LLC | 0.31% | No change | 1,532 | $300K |
| Campion Asset Management | 0.21% | Reduce -15.0% | 1,530 | $300K |
| Firestone Capital Management | 0.06% | No change | 1,530 | $300K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -34.4% | 1,529 | $299K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +2.7% | 1,527 | $299K |
| Bonfire Financial | 0.23% | Add +0.1% | 1,510 | $296K |
| Patten Group, Inc. | 0.06% | No change | 1,494 | $293K |
| BlackDiamond Wealth Management, LLC | 0.16% | Reduce -1.8% | 1,490 | $292K |
| GM Advisory Group, LLC | 0.01% | No change | 1,488 | $291K |
| Traveka Wealth, LLC | 0.13% | New | 1,483 | $290K |
| Two West Capital Advisors LLC | 0.17% | Reduce -54.7% | 1,418 | $288K |
| A4 Wealth Advisors LLC | 0.24% | — | 1,468 | $288K |
| KM Capital Management Ltd. | 0.13% | Reduce -11.8% | 1,465 | $287K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 1,448 | $284K |
| Blalock Williams, LLC | 0.25% | Reduce -76.8% | 1,438 | $282K |
| Balentine LLC | 0.01% | Add +390.4% | 1,437 | $281K |
| Zacks Investment Management | 0.00% | Add +22.9% | 1,436 | $281K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 1,432 | $281K |
| White Pine Capital LLC | 0.08% | No change | 1,432 | $280K |
| Larson Financial Group LLC | 0.01% | Add +1.7% | 1,421 | $278K |
| IVC Wealth Advisors LLC | 0.12% | Add +5.6% | 1,420 | $278K |
| GKV Capital Management Co., Inc. | 0.11% | Reduce -0.4% | 1,416 | $277K |
| Peak Financial Management, Inc. | 0.07% | Reduce -1.1% | 1,415 | $277K |
| Sage Mountain Advisors LLC | 0.02% | Add +16.5% | 1,412 | $277K |
| Insight 2811, Inc. | 0.12% | No change | 1,410 | $276K |
| Peachtree Investment Partners, LLC | 0.10% | No change | 1,407 | $276K |
| Summit Wealth Group, LLC | 0.07% | Reduce -1.1% | 1,399 | $274K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,390 | $272K |
| Bell Bank | 0.01% | No change | 1,390 | $272K |
| Advisor OS, LLC | 0.02% | Reduce -4.6% | 1,381 | $270K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -58.7% | 1,379 | $270K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -19.9% | 1,378 | $270K |
| Verum Partners LLC | 0.06% | No change | 1,371 | $269K |
| Janney Capital Management LLC | 0.02% | No change | 1,360 | $266K |
| Tarbox Family Office, Inc. | 0.04% | No change | 1,348 | $264K |
| MBL Wealth, LLC | 0.02% | No change | 1,329 | $260K |
| Inspire Advisors, LLC | 0.02% | Add +14.6% | 1,328 | $260K |
| DDFG, Inc | 0.06% | No change | 1,326 | $260K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -96.9% | 1,326 | $260K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -1.8% | 1,320 | $259K |
| Allegheny Financial Group | 0.05% | Add +0.8% | 1,310 | $257K |
| Seneca House Advisors | 0.10% | No change | 1,308 | $256K |
| Claro Advisors Inc. | 0.04% | Reduce -3.3% | 1,305 | $256K |
| Kelly Financial Group LLC | 0.07% | Reduce -6.6% | 1,300 | $255K |
| Wells Financial Advisors INC | 0.34% | No change | 1,295 | $254K |
| CENTRAL TRUST Co | 0.01% | Add +5.1% | 1,291 | $253K |
| Mascagni Wealth Management, Inc. | 0.19% | No change | 1,287 | $252K |
| SWS Partners | 0.06% | Add +0.1% | 1,272 | $249K |
| Waldron Private Wealth LLC | 0.01% | New | 1,272 | $249K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -1.9% | 1,266 | $248K |
| Sfmg, LLC | 0.02% | Add +3.3% | 1,260 | $247K |
| Portus Wealth Advisors, LLC | 0.25% | — | 1,260 | $247K |
| Heritage Family Offices, LLP | 0.11% | New | 1,255 | $246K |
| Griffin Asset Management, Inc. | 0.03% | No change | 1,245 | $244K |
| Heritage Oak Wealth Advisors LLC | 0.09% | New | 1,232 | $241K |
| Fourth Dimension Wealth, LLC | 0.09% | New | 1,222 | $239K |
| Virtue Capital Management, LLC | 0.04% | Reduce -77.5% | 3,547 | $239K |
| Guidance Point Advisors, LLC | 0.06% | Reduce -0.1% | 1,218 | $239K |
| River Wealth Advisors LLC | 0.03% | No change | 1,217 | $238K |
| Wealth Effects LLC | 0.08% | New | 1,215 | $238K |
| Blue Capital, Inc. | 0.18% | New | 1,211 | $237K |
| Quartz Partners, LLC | 0.09% | New | 1,210 | $237K |
| WMG Financial Advisors, LLC | 0.08% | No change | 1,208 | $237K |
| Omega Financial Group, LLC | 0.08% | Reduce -14.3% | 1,204 | $236K |
| Parkshore Wealth Management, Inc. | 0.10% | No change | 1,204 | $236K |
| Paragon Capital Management Ltd | 0.04% | No change | 1,200 | $235K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,200 | $235K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -10.8% | 1,200 | $235K |
| JGP Wealth Management, LLC | 0.03% | Add +0.8% | 1,181 | $234K |
| Bessemer Group Inc. | 0.00% | Add +13.1% | 1,194 | $234K |
| Novem Group | 0.03% | Reduce -6.9% | 1,192 | $234K |
| Altura Wealth Advisors Inc. | 0.11% | No change | 1,187 | $232K |
| Evanson Asset Management, LLC | 0.01% | No change | 1,180 | $231K |
| BNC Wealth Management, LLC | 0.06% | No change | 1,173 | $230K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 1,173 | $230K |
| XY Planning Network, Inc. | 0.08% | No change | 1,320 | $229K |
| Fiduciary Alliance LLC | 0.02% | No change | 1,164 | $228K |
| Activest Wealth Management | 0.05% | New | 1,160 | $227K |
| Sava Infond d.o.o. | 0.03% | No change | 1,160 | $227K |
| Capstone Financial Advisors, Inc. | 0.01% | Reduce -4.1% | 1,158 | $227K |
| BCU Wealth Advisors, LLC | 0.09% | Reduce -82.6% | 1,158 | $227K |
| Flagship Wealth Advisors, LLC | 0.07% | No change | 1,150 | $225K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 1,149 | $225K |
| Claris Financial LLC | 0.13% | Reduce -3.7% | 1,146 | $225K |
| TD Private Client Wealth LLC | 0.01% | Reduce -41.8% | 1,146 | $225K |
| One Day In July LLC | 0.02% | New | 1,144 | $224K |
| Frederick Financial Consultants, LLC | 0.13% | New | 1,139 | $223K |
| American Trust | 0.02% | New | 1,132 | $222K |
| Clarus Group, Inc. | 0.08% | New | 1,120 | $219K |
| NFSG Corp | 0.03% | Reduce -5.9% | 1,118 | $219K |
| Vantage Point Financial LLC | 0.08% | Reduce -77.8% | 1,118 | $219K |
| Fort Sheridan Advisors LLC | 0.03% | New | 1,118 | $219K |
| Novus Advisors, LLC | 0.50% | Reduce -22.6% | 1,116 | $219K |
| Three Cord True Wealth Management, LLC | 0.15% | New | 1,115 | $218K |
| First Trust Advisors LP | 0.00% | Reduce -13.3% | 1,113 | $218K |
| Talisman Wealth Advisors LLC | 0.18% | New | 1,112 | $218K |
| Croban | 0.14% | New | 1,111 | $218K |
| Alliancebernstein L.P. | 0.00% | Reduce -7.0% | 1,111 | $218K |
| Financial Advisors Network, Inc. | 0.03% | New | 1,107 | $217K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 1,100 | $215K |
| Fiscal Wisdom Wealth Management, LLC | 0.20% | — | 1,085 | $214K |
| Front Row Advisors LLC | 0.07% | Reduce -5.8% | 1,094 | $214K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 1,091 | $214K |
| Taylor Financial Group, Inc. | 0.12% | New | 1,088 | $213K |
| Fiduciary Financial Group, LLC | 0.03% | New | 1,088 | $213K |
| Presilium Private Wealth, LLC | 0.04% | Reduce -7.2% | 1,086 | $213K |
| Powers Advisory Group, LLC | 0.08% | New | 1,081 | $212K |
| First Bancorp, Inc | 0.11% | New | 1,077 | $211K |
| Advisors Preferred, LLC | 0.03% | Add +674.6% | 1,069 | $211K |
| NTV Asset Management LLC | 0.02% | New | 1,076 | $211K |
| Wealth Management Partners, LLC | 0.07% | New | 1,072 | $210K |
| Oregon Pacific Wealth Management, LLC | 0.18% | Reduce -8.2% | 1,070 | $210K |
| Nadler Financial Group, Inc. | 0.02% | New | 1,070 | $210K |
| Maridea Wealth Management LLC | 0.03% | New | 1,047 | $209K |
| Milestone Asset Management, LLC | 0.04% | New | 1,066 | $209K |
| Headlands Technologies LLC | 0.02% | Add +70.8% | 1,064 | $208K |
| Argent Trust Co | 0.01% | Reduce -39.3% | 1,061 | $208K |
| MSH Capital Advisors LLC | 0.06% | Reduce -60.8% | 1,058 | $207K |
| Deutsche Bank AG | 0.00% | No change | 1,056 | $207K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -94.4% | 1,059 | $206K |
| Sandbox Financial Partners, LLC | 0.06% | New | 1,050 | $206K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 1,050 | $206K |
| WealthTrust Asset Management, LLC | 0.14% | New | 1,047 | $205K |
| NDWM LLC | 0.14% | New | 1,045 | $205K |
| Oak Asset Management, LLC | 0.07% | New | 1,045 | $205K |
| Prosperity Wealth Management, Inc. | 0.07% | New | 1,045 | $205K |
| Aspiriant, LLC | 0.01% | New | 1,043 | $204K |
| Signaturefd, LLC | 0.00% | Reduce -10.7% | 1,038 | $203K |
| Opinicus Capital, Inc. | 0.14% | New | 1,037 | $203K |
| Long Run Wealth Advisors, LLC | 0.04% | New | 1,037 | $203K |
| Main Street Group, LTD | 0.06% | No change | 1,029 | $202K |
| Soltis Investment Advisors LLC | 0.01% | New | 1,026 | $201K |
| Florida Trust Wealth Management Co | 0.01% | New | 1,025 | $201K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,006 | $197K |
| MGB Wealth Management, LLC | 0.05% | No change | 984 | $193K |
| Hemington Wealth Management | 0.03% | No change | 985 | $192K |
| IAG Wealth Partners, LLC | 0.02% | No change | 978 | $192K |
| Caitlin John, LLC | 0.13% | New | 942 | $185K |
| Optimum Investment Advisors | 0.07% | No change | 938 | $184K |
| Hurley Capital, LLC | 0.10% | No change | 937 | $183K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 919 | $180K |
| Tucker Asset Management LLC | 0.05% | Reduce -14.3% | 909 | $178K |
| GGM Financial LLC | 0.09% | New | 904 | $177K |
| SIMA Wealth Partners, LLC | 0.13% | No change | 900 | $176K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 888 | $174K |
| Richardson Capital Management LLC | 0.08% | Reduce -6.5% | 877 | $172K |
| Colonial Trust Advisors | 0.01% | No change | 846 | $166K |
| Rothschild Investment LLC | 0.01% | Reduce -17.6% | 840 | $165K |
| Cheviot Value Management, LLC | 0.02% | No change | 750 | $157K |
| Greykasell Wealth Strategies, Inc. | 0.07% | No change | 794 | $156K |
| New Republic Capital, LLC | 0.05% | Reduce -44.0% | 764 | $150K |
| Caldwell Trust Co | 0.01% | No change | 733 | $144K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 720 | $142K |
| TFC Financial Management, Inc. | 0.02% | New | 714 | $140K |
| Zions Bancorporation, National Association | 0.01% | No change | 702 | $137K |
| Picton Mahoney Asset Management | 0.00% | Add +16.7% | 700 | $137K |
| Arlington Trust Co LLC | 0.02% | No change | 688 | $135K |
| American National Bank & Trust | 0.01% | No change | 655 | $128K |
| Salem Investment Counselors Inc. | 0.00% | No change | 650 | $127K |
| Kilter Group LLC | 0.06% | Reduce -97.6% | 643 | $126K |
| Founders Capital Management | 0.07% | No change | 634 | $124K |
| Bokf, NA | 0.00% | Reduce -17.9% | 628 | $123K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 607 | $119K |
| Burkett Financial Services, LLC | 0.04% | Add +0.2% | 605 | $118K |
| GeoWealth Management, LLC | 0.00% | Reduce -93.4% | 603 | $118K |
| MTM Investment Management, LLC | 0.04% | No change | 600 | $118K |
| NBT Bank, N.A. | 0.01% | Reduce -66.7% | 196 | $115K |
| Truvestments Capital LLC | 0.02% | No change | 580 | $114K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 568 | $111K |
| Hartford Financial Management Inc. | 0.03% | No change | 547 | $107K |
| Elevate Wealth Advisory, Inc. | 0.08% | No change | 545 | $107K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $107K |
| CKW Financial Group | 0.01% | No change | 540 | $106K |
| Johnson Financial Group, Inc. | 0.00% | No change | 531 | $104K |
| Crewe Advisors LLC | 0.01% | Reduce -1.7% | 513 | $100K |
| Newton One Investments LLC | 0.03% | No change | 478 | $94K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 465 | $91K |
| Creekmur Asset Management LLC | 0.01% | No change | 461 | $90K |
| Aventura Private Wealth, LLC | 0.03% | No change | 456 | $89K |
| SYM FINANCIAL Corp | 0.01% | Add +0.2% | 454 | $89K |
| Optiver Holding B.V. | 0.00% | New | 444 | $87K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 434 | $85K |
| West Paces Advisors Inc. | 0.02% | Reduce -21.9% | 425 | $83K |
| REAP Financial Group, LLC | 0.02% | Add +0.5% | 419 | $82K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -81.1% | 412 | $81K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -98.3% | 402 | $79K |
| Adirondack Trust Co. | 0.03% | No change | 402 | $79K |
| First Community Trust NA | 0.06% | No change | 400 | $78K |
| Biltmore Family Office, LLC | 0.01% | No change | 400 | $78K |
| Rossmore Private Capital | 0.01% | New | 400 | $78K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 394 | $77K |
| Dunhill Financial, LLC | 0.03% | No change | 386 | $76K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $76K |
| Davis Capital Management | 0.05% | — | 374 | $73K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 361 | $71K |
| Park Place Capital Corp | 0.01% | Reduce -4.0% | 360 | $71K |
| Global Trust Asset Management, LLC | 0.03% | Add +164.4% | 357 | $70K |
| Realta Investment Advisors | 0.02% | No change | 352 | $69K |
| First Command Advisory Services, Inc. | 0.00% | No change | 339 | $66K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $66K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 328 | $64K |
| Clark Wealth Partners | 0.04% | Add +68.1% | 311 | $62K |
| Team Financial Group, LLC | 0.03% | Add +8.4% | 311 | $61K |
| Mather Group, Llc. | 0.00% | New | 297 | $58K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $53K |
| SouthState Bank Corp | 0.00% | No change | 260 | $51K |
| Hoey Investments, Inc. | 0.01% | No change | 250 | $49K |
| Loomis Sayles & Co. L P | 0.00% | No change | 246 | $48K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 240 | $47K |
| Accredited Wealth Management, LLC | 0.03% | Reduce -26.2% | 175 | $46K |
| SJS Investment Consulting Inc. | 0.01% | No change | 235 | $46K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 227 | $44K |
| Tsfg, LLC | 0.01% | No change | 222 | $43K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -82.4% | 219 | $43K |
| Centennial Bank | 0.02% | No change | 214 | $42K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -96.4% | 200 | $39K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 200 | $39K |
| Tidemark, LLC | 0.01% | No change | 193 | $38K |
| Collier Financial | 0.03% | — | 190 | $37K |
| Abound Wealth Management | 0.01% | New | 172 | $34K |
| Bogart Wealth, LLC | 0.00% | No change | 162 | $32K |
| Hantz Financial Services, Inc. | 0.00% | New | 160 | $31K |
| Bangor Savings Bank | 0.00% | New | 158 | $31K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 156 | $31K |
| Tompkins Financial Corp. | 0.00% | No change | 152 | $30K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $30K |
| City Holding Co. | 0.00% | No change | 150 | $29K |
| Bell Investment Advisors, Inc | 0.00% | No change | 143 | $28K |
| Evolution Advisers, Inc. | 0.01% | New | 142 | $28K |
| Rice Partnership, LLC | 0.00% | Add +29.0% | 138 | $27K |
| ORG Partners LLC | 0.00% | Reduce -94.7% | 131 | $26K |
| EPG Wealth Management LLC | 0.01% | No change | 126 | $25K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -85.5% | 117 | $23K |
| Arcadia Investment Management Corp. | 0.00% | Add +1325.0% | 114 | $22K |
| Abich Financial Wealth Management LLC | 0.01% | — | 109 | $21K |
| Tripletail Wealth Management, LLC | 0.03% | New | 106 | $21K |
| Morse Asset Management, Inc | 0.00% | No change | 100 | $20K |
| Financial Consulate, Inc. | 0.00% | New | 100 | $20K |
| Allianz Asset Management GmbH | 0.00% | New | 100 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 95 | $19K |
| Clear Investment Research, LLC | 0.02% | New | 92 | $18K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $18K |
| Investors Research Corp | 0.00% | No change | 86 | $17K |
| Thompson Investment Management, Inc. | 0.00% | No change | 82 | $16K |
| Joseph Group Capital Management | 0.00% | Reduce -29.3% | 75 | $15K |
| MCF Advisors LLC | 0.00% | No change | 75 | $15K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -95.3% | 72 | $14K |
| Valley National Advisers Inc. | 0.00% | New | 74 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 71 | $14K |
| Bellevue Asset Management, LLC | 0.01% | No change | 69 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 67 | $13K |
| Van Eck Associates Corp. | 0.00% | No change | 64 | $13K |
| Chesapeake Asset Management LLC | 0.01% | No change | 66 | $13K |
| Archer Investment Corp | 0.00% | No change | 62 | $12K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 61 | $12K |
| West Branch Capital LLC | 0.00% | No change | 60 | $12K |
| Evergreen Private Wealth LLC | 0.00% | Add +7.7% | 56 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 52 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 52 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -98.5% | 49 | $10K |
| Operose Advisors LLC | 0.00% | New | 48 | $9K |
| Smithfield Trust Co | 0.00% | No change | 47 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 45 | $9K |
| Albion Financial Group | 0.00% | Add +8.3% | 39 | $8K |
| Alpine Bank Wealth Management | 0.00% | New | 38 | $7K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 36 | $7K |
| Glassman Wealth Services | 0.00% | No change | 36 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -96.7% | 35 | $7K |
| Imprint Wealth LLC | 0.02% | — | 32 | $6K |
| Viewpoint Capital Management LLC | 0.00% | Add +2400.0% | 25 | $5K |
| Roxbury Financial LLC | 0.00% | No change | 19 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 19 | $4K |
| Wealth Watch Advisors, INC | 0.00% | New | 18 | $4K |
| Premier Financial Group | 0.00% | New | 17 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 16 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 20 | $3K |
| Chapman Financial Group, LLC | 0.00% | New | 13 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -25.0% | 12 | $2K |
| American Wealth Advisors, LLC | 0.00% | — | 10 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Alerus Financial NA | 0.00% | No change | 10 | $2K |
| Chelsea Counsel Co. | 0.00% | New | 9 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 9 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 7 | $1K |
| First Horizon Corp. | 0.00% | — | 7 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 6 | $1K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 6 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $784 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.